Lead Gen & Referral Networks

Broadridge

Est. 1962·🇺🇸New YorkNew York, United States·Public (BR)·14,000

Public (BR)

Broadridge Financial Solutions, Inc. (Broadridge) is a global financial technology company that provides investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers.

Catchlight

Est. 2005·~50

Owned (Fidelity)

Catchlight is an organic growth platform that utilizes AI to help wealth management, insurance, and banking firms predict which leads are most likely to convert.

FP Alpha

Est. 2020·🇺🇸New YorkNew York, United States·Private·~55

Private

FP Alpha’s AI-driven technology summarizes clients’ tax, legal, and insurance documents, identifying actionable insights in minutes instead of hours. It integrates with existing financial planning processes to enhance advisors' capabilities.

AdvisoryHQ

Est. 2015·🇺🇸AlexandriaAlexandria, United States·Private

Private

AdvisoryHQ is a private independent organization that publishes rankings, reviews, and research for the financial advisory, wealth management, and banking industries.

Amp

Est. 1849·🇦🇺SydneySydney, Australia·2,300

Headcount2,300

AMP Limited provides banking, super, and retirement solutions in Australia and New Zealand, supporting over one million customers and employing over 2,300 people.

Datalign Advisory

Est. 2023·🇺🇸CambridgeCambridge, United States·~50

Headcount~50

Datalign Advisory provides a platform to connect individuals with fiduciary financial advisors based on their financial goals and preferences.

Fee-Only Network

Est. 2021·Private

Private

Fee-Only Network helps clients find advisors who uphold a fiduciary standard, ensuring transparent, commission-free financial advice.

Investor.com

Est. 1914·🇺🇸CharlotteCharlotte, United States·Private

Private

Merrill is a Bank of America company providing wealth management and financial services, including personalized advice and access to a wide range of investments.

ACP

Est. 2006·🇫🇷BORDEAUXBORDEAUX, France

ACP is a financial services group headquartered in Miami, specializing in Private Banking, Wealth Management, Investment Banking, and Alternative Investments. It primarily serves Latin American family offices and institutional investors.

Advisor.com

Est. 1998·🇺🇸OmahaOmaha, United States

Orion is a wealthtech platform for financial advisors, integrating CRM, planning, portfolio accounting, trading, compliance, and AI into a unified ecosystem.

AdvisorCRM

Est. 2023·🇺🇸DallasDallas, United States

AdvisorCRM is an AI-powered client engagement solution that unifies onboarding, communication, and other processes for financial advisors.

AdvisorFinder

Est. 2023

AdvisorFinder is a platform that connects individuals and families with financial advisors, making the process of finding financial guidance more accessible and transparent.

Aidentified

Est. 2017·CambridgeCambridge

Aidentified is a platform that provides comprehensive insights into business relationships, leveraging data to enhance sales and marketing strategies.

Benfi

Est. 1935·🇺🇸New YorkNew York, United States

Morgan Stanley is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.

Cashmere AI

Est. 2020

Cashmere is a platform designed to unify fragmented client data in real time, enabling financial institutions to act on opportunities effectively. It provides deep contextual insights and maintains continuous records without manual upkeep.

CFP Board

Est. 1985·🇺🇸Washington, D.C.Washington, D.C., United States

CFP Board is a non-profit organization that certifies financial planners and promotes the CFP® certification as the standard for financial planning, ensuring ethical and competent financial advice.

FinanceHQ

Est. 2026

FinanceHQ connects individuals seeking financial advice with certified financial advisors through a seamless matching process.

Finny

Est. 2020·🇨🇦MontrealMontreal, Canada

FINNY is an AI-driven growth officer that streamlines client acquisition for financial advisors by generating personalized marketing messages and identifying high-potential leads.

FPA

Est. 1976·🇺🇸PortlandPortland, United States

FPA is an independent value-focused investment manager that practices a disciplined approach to investing, prudently seeking to generate attractive risk-adjusted returns while protecting capital over the long-term.

Fynancial

Est. 2022·🇺🇸LouisvilleLouisville, United States

Fynancial offers a branded mobile Wealth Experience designed to enhance client engagement and facilitate seamless technology integration, enabling organic growth through personalized apps.

Garrett Planning Network

Est. 2000

The Garrett Planning Network is a national network of hourly-based, Fee-Only financial planners dedicated to making competent and objective advice accessible to all.

Habits

Est. 2019·🇺🇸AtlantaAtlanta, United States

Habits is a platform that matches consumers with top-rated financial advisors based on personal goals and life stages. It provides a free service allowing users to connect with advisors without any commitments.